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The Zeitgeist is Changing in Japan

PUBLISHED

2022-11-22

Content

A recent trip to Japan by members of our investment team confirmed that corporate governance is well and truly gaining traction, much to the delight of shareholders. The country is also experiencing a massive step up in investment in digital technology and manufacturing. Portfolio manager Jamie Halse talks through the various investment themes they saw first-hand and why he believes Japanese equities are a very interesting investment opportunity, especially considering the ROE vs. valuations.